CAPTRUST Financial Advisors’s Treace Medical Concepts TMCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $62.1K | Buy |
+10,565
| New | +$62.1K | ﹤0.01% | 2410 |
|
|
2024
Q1 | – | Sell |
-35,697
| Closed | -$455K | – | 2628 |
|
|
2023
Q4 | $455K | Sell |
35,697
-23,348
| -40% | -$298K | ﹤0.01% | 1798 |
|
|
2023
Q3 | $774K | Buy |
59,045
+4,252
| +8% | +$55.7K | ﹤0.01% | 1362 |
|
|
2023
Q2 | $1.4M | Buy |
+54,793
| New | +$1.4M | 0.01% | 1000 |
|
|
2022
Q2 | – | Sell |
-64
| Closed | -$1K | – | 5145 |
|
|
2022
Q1 | $1K | Sell |
64
-17
| -21% | -$266 | ﹤0.01% | 4756 |
|
|
2021
Q4 | $2K | Buy |
+81
| New | +$2K | ﹤0.01% | 4453 |
|